Immunocore Holdings Plc · NASDAQ:IMCR
Immunocore — Investor Presentation (January 2025)
45 slides from Immunocore's investor presentation, Jan 10, 2025
Slide 1: Transformative immunomodulating medicines for patients
Transformative immunomodulating medicines for patients January 2025 1
Slide 2: Forward Looking Statements
2 Forward Looking Statements This presentation contains “forward-looking statements” within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Words such as “may”, “will”, “believe”, “expect”, “plan”, “anticipate”, “estimate” and similar expressions (a
Slide 3: Harnessing the immune system with bispecific soluble TCRs
3 Harnessing the immune system to fight disease with targeted, off-the-shelf, bispecific, soluble T cell receptors (TCRs) TCR therapeutics can target >90% of the human proteome ImmTAX Targeting >90% Proteome
Slide 4: Platform candidates and capabilities across therapeutic areas
4 Platform candidates and capabilities across 3 therapeutic areas Activation of the immune system Downmodulation of the immune system Infectious diseases Autoimmune diseases ImmTACs ImmTAVs ImmTAAIs Oncology
Slide 5: Leading bispecific TCR pipeline
5 1 Platinum refractory or resistant serous ovarian carcinoma. 2 NSCLC = Non-small cell lung cancer 3 Program is wholly owned, development costs being provided by the Bill & Melinda Gates Foundation (BMGF), Immunocore retains all development and commercialization rights in the developed world. 4 Pro
Slide 6: Maximizing potential of KIMMTRAK in HLA-A02+ melanoma
Maximizing potential of KIMMTRAK® in HLA‑A02+ melanoma 6
Slide 7: KIMMTRAK has the potential to help up to 6K patients per year
up to 6,000* patients 7 * Estimated future number of HLA-A*02:01 positive patients per year in the US and Europe. KIMMTRAK has the potential to help up to 6K patients per year ~1K* patients Up to 4K* >1K* 2L+ advanced cutaneous melanoma <100* APPROVED in 2022 1Q-3Q 2024 net sales $226M TEBE-AM Phase
Slide 8: We continue to reach more patients globally with KIMMTRAK
8 1 US, Germany, France, Israel, Italy, Austria, Finland, Belgium, Switzerland, Slovenia, Australia, Canada, Spain, Bulgaria, Luxemburg, Czech Republic, Lithuania, Cyprus, Portugal, Slovakia, Sweden, Poland, and United Kingdom. 2 As of December 31, 2024. We continue to reach more patients globally w
Slide 9: KIMMTRAK active in cutaneous melanoma
9 Phase 1/2 study of KIMMTRAK + checkpoints in CM patients who progressed on prior anti-PD1 Hamid O, et al. JITC (2023). Middleton et al., ASCO 2022. Remote = Patients received prior anti-PD1 but it was not most recent therapy prior to enrolment. Immediately prior = anti-PD1 was most recent therapy
Slide 10: TEBE-AM: Phase 3 trial in 2L+ cutaneous melanoma
10 * Estimated total number of drug treated HLA*02:01 positive patients per year in the US and 5EU (2024). CPI = checkpoint inhibitor TEBE-AM: Phase 3 trial in 2L+ cutaneous melanoma Phase 3 Endpoint 1:1:1 Randomization Overall Survival KIMMTRAK KIMMTRAK + anti-PD-1 Straight to follow up (active con
Slide 11: Rationale for KIMMTRAK in adjuvant uveal melanoma
Clinical activity expected to be highest in adjuvant setting with minimal disease burden 1 Piperno-Neumann, et al. AACR Annual Meeting 2021. 2 Sullivan R, et al. Cancer Res (2023) 83 (7_Supplement): 1035. 3 Carvajal, R.D., et al. Nat Med 28, 2364–2373 (2022). 11 Rationale for KIMMTRAK in adjuvant uv
Slide 12: ATOM - Phase 3 KIMMTRAK adjuvant UM trial design
Treatment phase Follow-up 1:1 Randomization 12 Global trial led by European Organisation for Research and Treatment of Cancer (EORTC) * Estimated total number of drug treated HLA-A*02:01 positive 1L cutaneous melanoma patients per year in the US and Europe (2024). ATOM – Phase 3 KIMMTRAK adjuvant UM
Slide 13: PRAME portfolio
PRAME portfolio IMMUNOCORE
Slide 14: Greatest benefit may be in earlier lines and with combinations
Greatest benefit may be in earlier lines of therapy and with combinations 14 1 In combination with durvalumab +/- tremelimumab. 2 Platinum resistant ovarian carcinoma Based on data to date, disease control is hallmark of ImmTAC Ongoing Ph3 study PRISM MEL301 Evaluating combos in PROC and PSOC Brenet
Slide 15: Executing to maximize PRAME portfolio potential
15 Currently evaluating brenetafusp in combination with standards of care in ovarian and NSCLC Executing to maximize PRAME portfolio potential Monotherapy Standard-of-care combinations Checkpoint inhibitors NSCLC Ovarian Cutaneous melanoma Next Steps PRISM-MEL301 1L melanoma Non-platinum chemo (PROC
Slide 16: Brenetafusp in cutaneous melanoma
Brenetafusp in cutaneous melanoma 16
Slide 17: Brenetafusp monotherapy and in combination with pembrolizumab
Brenetafusp monotherapy and in combination with pembrolizumab Includes patients receiving target doses ≥20mcg. 1 Sum of target lesions at baseline; one pembro combo pt had non-target lesions only. 2 Primary resistant to anti-PD1: progressed within 6 months of starting first anti-PD1-containing regim
Slide 18: Brenetafusp CM monotherapy was well-tolerated
18 Includes patients receiving target doses ≥20mcg. 1 CRS graded per ASTCT 2019 criteria; all other AE per CTCAE v5.0. 2 Rash is a composite term for a list of skin toxicities of any grade (Nathan et al. 2021). Other G3 treatment-related adverse events (TRAE, in 1 pt each): anemia, chronic inflammat
Slide 19: Clinical benefit characterized by durable disease control
19 Brenetafusp CM monotherapy (N = 36 evaluable*) PRAME positive group for efficacy analysis includes H-score ≥1 and pts with unknown PRAME IHC results. * 36/47 patients had baseline and at least one tumor assessment on treatment; 10 patients had no evaluable post-baseline tumor scans and 1 had non-
Slide 20: Comparison to nivolumab and relatlimab + nivolumab
20 Comparison to nivolumab and relatlimab + nivolumab Note: data for informational purposes, no comparative claims are implied or intended. Nivo: nivolumab. Rela: relatlimab. 1 CM037: NCT01721746, Larkin J, et al. J Clin Onc 2018. 2 RELA020, NCT01968109: D2 Cohort (≥1 anti-PD-(L)1 containing regimen
Slide 21: PRISM-MEL-301: Phase 3 trial in first-line advanced cutaneous melanoma
21 1 Use of nivolumab or nivolumab + relatlimab as control will be country specific. 2 Represents target dose after intra-patient escalation. 3 Estimated total number of drug treated HLA-A*02:01 positive 1L cutaneous melanoma patients per year in the US and Europe (2024). 4 ITT: intent to treat. q1w
Slide 22: Brenetafusp in ovarian
Brenetafusp in ovarian IMMUNOCORE
Slide 23: Phase 1 ovarian demographics and baseline characteristics
23 ADC, antibody-drug conjugates; IHC, immunohistochemistry; PLD, pegylated liposomal doxorubicin; Plt, platinum; TL, target lesion. 1 Includes patients with high-grade serous ovarian carcinoma who received ≥ 20 mcg brenetafusp. 2 2 mono & 1 combo pt had prior T cell engager. Phase 1 ovarian demogra
Slide 24: Brenetafusp Phase 1 monotherapy and chemo combo well-tolerated
24 Treatment related adverse events (TRAE) frequency and severity attenuated over time CRS, cytokine release syndrome; ALT, alanine transaminase; AST, aspartate transaminase. * Includes patients receiving target doses ≥20mcg. † Other mono G3 TRAE, each N=1: anemia, diarrhea, neutropenia, pericardial
Slide 25: Monotherapy benefit characterized by durable disease control
25 DCR, disease control rate; mPFS, median progression free survival; ORR, overall response rate; OS, overall survival; PR, partial response; SD, stable disease. * 31 of 37 patients had baseline and at least one tumor assessment on treatment; 6 patients not included due to no evaluable post-baseline
Slide 26: Ovarian response and ctDNA data
BOR, best overall response by RECISTv1.1; DCR, disease control rate; NE, non evaluable; ORR, overall response rate; PD, progressive disease; PR, partial response; SD, stable disease. * 31 of 37 mono patients had baseline and at least one tumor assessment on treatment; 6 patients not included due to
Slide 27: Evaluating brenetafusp in ovarian cancer
27 Multiple cohorts in ongoing Phase 1 trial 1 Estimated total number of treated HLA*02:01 positive patients per year in the US and 5EU across lines. 2 MIRASOL Ph3 (mirvetuximab) investigator assessed objective response. 3 mPFS for maintenance portion of treatment only Evaluating brenetafusp in ovar
Slide 28: Advancing PRAME candidates through a proven framework
28 Advancing PRAME candidates through a proven framework Development Steps KIMMTRAK Brenetafusp Uveal melanoma Cutaneous melanoma Cutaneous melanoma Serous ovarian Robust monotherapy activity? ctDNA reduction PR/CR/DCR OS rate Combinability with standard of care? – Ongo
Slide 29: T Cell Fitness (TCF)
itness (TCF) T Cell F IMMUNOCORE
Slide 30: Peripheral blood T cell phenotype may be important for clinical activity
30 Tscm, stem cell memory T cell. 1 Gattinoni, et al. Nature Rev Cancer 2012; 12:671-684; Kishton, et al. Curr Opin Imm 2022; 74:39-45; Mehta, et al. Front Immunol 2021; 12:780442; Arcangeli, et al. J Clin Invest 2022; 123:e150807; Rosenberg, et al. Clin Cancer Res 2011; 17:4550-4557. Phenotype of p
Slide 31: TCF higher in earlier lines and correlated with naive/Tscm cells
31 TCF higher in earlier lines of therapy and highly correlated with naïve/Tscm cells a TCF association with overall survival (OS) in multivariate analysis adjusted for known mUM prognostic variables: LDH, ALP, lesion diameter >3cm, ECOG CONFIDENTIAL - FOR INTERNAL USE TCF in blood associated with O
Slide 32: Novel ImmTAC candidate for GI cancers from our discovery engine
Novel ImmTAC candidate for GI cancers from our discovery engine 32
Slide 33: IMC-R117C: First-in-class target PIWIL1 for colorectal and GI cancers
33 PIWIL1, piwi-like protein1. 1 CRC: colorectal cancer. 2 Estimated across colorectal, esophageal, gastric, pancreatic, ovarian, endometroid cancers. First patient randomized Q4 2024 IMC-R117C: First-in-class target PIWIL1 for colorectal & GI cancers Negative prognostic marker in multiple cancers,
Slide 34: Pursuing a functional cure in infectious diseases
Pursuing a functional cure in infectious diseases 34
Slide 35: A cure is key to ending the HIV pandemic
40m people living with HIV (PLWH) HLA-A02+ G7 PLWH eligible for ImmTAV* >500,000 35 *US, 5EU, Japan, AUS/NZ A cure is key to ending the HIV pandemic Providing lifelong antiretroviral therapy (ART) globally is not a sustainable solution to the pandemic ART, including long-acting, alone is not enough
Slide 36: HIV managed by ART but currently no cure
Historically, rapid viral rebound at median ~2 weeks1 after ART interruption Current ART regimens: 2 mechanisms Daily oral therapy for life Goal of functional cure: Reduce or eliminate active reservoir Enable stopping ART for 2+ yrs3 Not yet shown for any therapy 36 1 Feher C et al. Open Forum Infec
Slide 37: HIV STRIVE Phase 1 multiple ascending dose trial
37 Goal is to determine safety and anti-viral activity of IMC-M113V PLWH: People living with HIV. ART: Anti-retroviral therapy. ATI: analytical treatment. HIV STRIVE Phase 1 multiple ascending dose enrolling Key inclusion criteria PLWH on ART IMC-M113V regimen: Weekly for 12 weeks Step dose (initial
Slide 38: Pioneering tissue-specific immune downmodulation for autoimmune diseases
Pioneering tissue-specific immune downmodulation for treatment of autoimmune diseases 38
Slide 39: Our vision for autoimmunity and inflammation landscape
39 Our vision for autoimmunity and inflammation landscape: tissue-specific down modulation of the immune system Vision for autoimmunity and inflammation landscape Current Systemic immune suppression, even if inflammation in single tissue Future Down modulation of immune system localized to inflamed
Slide 40: IMC-S118AI (PPI x PD1) for type 1 diabetes
40 * Estimated annual incidence of HLA-A02 positive newly diagnosed type 1 diabetes in US + EU5. (~50% of T1D patients) Pancreas-tethered ImmTAAI (HLA-A02) protects against killing by autoreactive T cells IMC-S118AI (PPI x PD1) for type 1 diabetes (T1D) ~50K HLA-A02+ Newly diagnosed T1D patients/yr
Slide 41: CD1a and Langerhans cell role in atopic dermatitis
CD1a and LC role in atopic dermatitis and potentially other immune pathologies such as psoriasis and allergic asthma Past approach attempted to block only CD1a presenting lipid antigens from activating T cells However, better approach would be to prevent both lipid AND peptide antigens on LC from ac
Slide 42: IMC-U120AI: Universal candidate for dermatology
42 CD1a-tethered PD1 agonist ImmTAAI therapy with dual mechanism of action CD1a mediates the presentation of lipid antigens to T cells while HLA mediates the presentation of peptide antigens to T cells. IMC-U120AI – Universal (non-HLA restricted) candidate for dermatology CD1a+ Langerhans cell (LC)
Slide 43: Leading TCR pipeline
Leading TCR pipeline IMMUNOCORE
Slide 44: ImmTAX bispecifics from research through commercialization
44 1 Estimated future number of HLA-A*02:01 positive patients per year in the US and Europe. 2 IMC-U120AI is non-HLA restricted, other addressable patient populations based on HLA-A02. 3 Year-end cash position is preliminary, has not been audited and is subject to change pending completion of the Co
Slide 45: Thank you
IMMUNOCORE Thank you
Immunocore Holdings — Investor Presentation (January 2025) on 6ix